Contents

Introduction to document manager

Creating a folder in document manager

Uploading files in document manager

Link a document to a joint in document manager

Link a document to a pack

Introduction to Document Manager

What is Document Manager?

Document Manager is a secure online repository for all flange management related documentation, including joint reports, drawings, photo capture, certificates, etc.

All documents can be linked directly to a specific joint, providing immediate access to each individual connection’s history, aiding project collaboration and proactive planning.

How do I Access Document Manager?

You can access document manager from the landing page or the navigation window:

From the landing page

To open document manager from the landing page:

1. From the Calculate landing page, click the document manager icon.

From the navigation ribbon

To open document manager from the navigation ribbon:

1. When you are already in any feature, click the document manager icon in the navigation ribbon to the left.

Creating a Folder in Document Manager

To create a new folder in document manager:

1. Open document manager.
2. Locate the access level you wish to create the folder in by collapsing and expanding the folders in the left panel.
3. Right click on the access level you want to create the folder in and click + New Folder.
4. In the Folder Name field, enter the name you want the folder to have, and then click Add Folder.

Uploading Files in Document Manager

You can upload a file in two ways:

Upload - Method One

1. Open document manager.
2. Locate the access level or folder that you wish to upload files to by collapsing and expanding the folders in the left panel.
3. Right click on the access level or folder you wish to upload to and click Add Files.
4. This will open a window that allows you to choose the files you wish to upload from your Mac or PC.

Upload - Method Two

1. Open document manager.
2. Locate the access level or folder that you wish to upload files to by collapsing and expanding the folders in the left panel.
3. Drag documents from your Mac or PC into the blue dotted area.

Link a Document to a Joint in Document Manager

To link a document to a joint:

1. Open document manager.
2. Locate the access level or folder containing the document you want to link to a joint.
3. Right click on the file that you want to link to a joint and click Link to joint.
4. Select the joint(s) you want to link to the document, then click the save button.
5. You will see a notification regarding hierarchies press the Ok button to continue or press the Cancel button to cancel the request.

Link a Document to a Pack

To link a document to a pack:

1. Open document manager.
2. Locate the access level or folder containing the document you want to link to a pack.
3. Right click on the file that you want to link to a joint and click Link to Pack.
4. Select the pack(s) you want to link to the document, then click the save button.
5. 5. You will see a notification regarding hierarchies press the Ok button to continue or press the Cancel button to cancel the request.